Wealth and Law

Recent Episodes

Crypto Currencies and Trusts

Posted April 20, 2022 • 00:42:03

Brent and Joel Revill chat about crypto currencies and trust administrations. They dig into the regulatory environment, how crypto currencies perform...

CRT Rollovers

Posted April 13, 2022 • 00:34:35

Brent chats with Evan Unzelman about rolling over income interests in charitable remainder trusts. They talk about why these transactions can be tax...

Educating Youth About Personal Finance

Posted April 6, 2022 • 00:31:35

Brent chats with Doug Nelson about what has happened in the markets during the first few months of 2022, how to find the right advisors for young investors,...

The Limits of GRATs

Posted March 30, 2022 • 00:23:00

Brent discusses the limits of Grantor Retained Annuity Trusts (GRATs). He talks about existing statutory and case law limitations on their use and the...

SALT Deduction Workarounds

Posted March 22, 2022 • 00:37:54

Brent talks with Gary Fletcher about Arizona’s SALT deduction workaround, how to plan for it, and the life and death of Proposition 208. They also...